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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,368 | $97,078+226.9% | $103,065+207.9% | $145,897+117.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 17.95% | 25.49%-7.5pp | 23.95%-6.0pp | 552.29%-534.3pp |
| Employer contribution / active EE | $18,115 | $4,680+287.1% | $4,675+287.5% | $4,663+288.5% |
| Participant deferral / active EE | $13,022 | $6,601+97.3% | $6,625+96.5% | $6,689+94.7% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,349-100.0% | $13,390-100.0% |